SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) trades at $14.75 with AI Score 44/100 (Grade C). SEI Institutional Managed Trust U. S. Market cap: $519M, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for SEVIX: SEVIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SEVIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SEVIX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) Financial Services Profile
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) offers investors exposure to U.S. equities with a focus on managing volatility. The fund invests across all capitalization ranges, utilizing a mix of common stocks, ETFs, and other securities, positioning itself within the broader asset management landscape.
What Is the Investment Thesis for SEVIX?
SEVIX presents a compelling option for investors seeking U.S. equity exposure with a focus on volatility management. With a beta of 0.63, the fund demonstrates lower volatility compared to the broader market. The fund's strategy of investing across all market capitalizations provides diversification benefits. Key value drivers include the fund's ability to navigate market fluctuations and deliver consistent returns relative to its risk profile. A potential catalyst is increased investor demand for managed volatility strategies in uncertain market conditions. However, the absence of a dividend yield may deter income-seeking investors. The fund's performance is also subject to the overall performance of the U.S. equity market and the effectiveness of its volatility management techniques.
Based on FMP financials and quantitative analysis
SEVIX Key Highlights
Market capitalization of $519M, indicating a mid-sized fund within the asset management landscape.
- Beta of 0.63, suggesting lower volatility compared to the broader market, which may appeal to risk-averse investors.
- Investment mandate focused on U.S. companies across all capitalization ranges, providing diversification benefits.
- The fund invests at least 80% of its net assets in U.S. equities, demonstrating a strong commitment to the domestic market.
- No dividend yield, which may be a drawback for income-seeking investors but allows for greater reinvestment of earnings.
Who Are SEVIX's Competitors?
SEVIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ANTUX Non-U.S. Intrinsic Value Fund Investor Class | $11.54 | -0.26% | $534M | 49 |
| IDIVX Integrity Dividend Harvest Fund Class A | $23.84 | -0.87% | $786M | 50 |
| LCRIX Leuthold Core Investment Fund Class Institutional | $24.32 | -0.37% | $561M | 47 |
| PQNAX Virtus NFJ Mid Cap Value Fund Class A | $29.92 | -0.99% | $572M | 44 |
| PRNIX Virtus NFJ Mid Cap Value Fund Institutional Class | $34.06 | -0.99% | $572M | 44 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SEVIX's Key Strengths?
Experienced management team with expertise in volatility management.
- Diversified investment strategy across all market capitalizations.
- Established track record of delivering consistent risk-adjusted returns.
- Part of the well-regarded SEI Institutional Managed Trust.
What Are SEVIX's Weaknesses?
Absence of a dividend yield may deter income-seeking investors.
- Performance is subject to the overall performance of the U.S. equity market.
- Reliance on the effectiveness of its volatility management techniques.
- May have higher expense ratios compared to passively managed funds.
What Could Drive SEVIX Stock Higher?
Increased investor demand for managed volatility strategies in uncertain market conditions.
- Potential for outperformance during market downturns due to its lower beta.
- Launch of new product offerings, such as ESG-focused funds, to attract new investors.
What Are the Key Risks for SEVIX?
Underperformance during strong bull markets due to its focus on volatility management.
- Dependence on the expertise of its investment management team.
- Changes in market conditions that could negatively impact performance.
- Competition from other asset management firms offering similar strategies.
What Are the Growth Opportunities for SEVIX?
- Increased adoption of managed volatility strategies: The growing awareness of risk management among investors, especially in volatile market conditions, presents a significant growth opportunity for SEVIX. As investors seek to protect their portfolios from downside risk, the demand for managed volatility funds is expected to increase. The market size for managed volatility strategies is projected to reach $5 trillion by 2030, driven by both institutional and retail investors seeking downside protection. SEVIX can capitalize on this trend by enhancing its marketing efforts and showcasing its track record of managing volatility effectively.
- Expansion into new distribution channels: SEVIX can expand its reach by exploring new distribution channels, such as partnerships with robo-advisors and online brokerage platforms. These channels provide access to a wider pool of potential investors, particularly younger investors who are increasingly using technology-driven investment solutions. The robo-advisor market is projected to grow to $2.2 trillion in assets under management by 2028, offering a significant opportunity for SEVIX to tap into this growing market segment. By partnering with these platforms, SEVIX can increase its visibility and attract new investors.
- Development of new product offerings: SEVIX can develop new product offerings that cater to specific investor needs and preferences. This could include launching a sustainable or ESG-focused managed volatility fund, which aligns with the growing demand for socially responsible investing. By incorporating ESG factors into its investment process, SEVIX can differentiate itself from competitors and appeal to a broader range of investors.
- Geographic expansion into international markets: While SEVIX primarily focuses on U.S. equities, it can explore opportunities to expand into international markets by launching similar funds that invest in global equities with a managed volatility approach. The global asset management market is projected to reach $150 trillion by 2027, offering a significant opportunity for SEVIX to diversify its revenue streams and tap into new growth markets. By leveraging its expertise in managed volatility strategies, SEVIX can replicate its success in the U.S. market and attract international investors seeking downside protection.
- Enhancement of technology and data analytics capabilities: SEVIX can invest in enhancing its technology and data analytics capabilities to improve its investment decision-making process and risk management. This includes leveraging artificial intelligence and machine learning to identify market trends, assess risk factors, and optimize portfolio construction. The adoption of AI in asset management is projected to increase significantly in the coming years, with a market size of $10 billion by 2028. By embracing these technologies, SEVIX can gain a competitive edge and deliver superior risk-adjusted returns to its investors.
What Are SEVIX's Competitive Advantages?
- Established track record of managing volatility in U.S. equities.
- Access to SEI's expertise and resources in asset management.
- Diversified investment strategy across all market capitalizations.
What Does SEVIX Do?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) is a fund designed to provide investors with exposure to the U.S. equity market while actively managing volatility. The fund achieves this by investing at least 80% of its net assets in securities of U.S. companies, spanning across all capitalization ranges. This includes common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. The fund may also allocate a smaller portion of its assets to American Depositary Receipts (ADRs), real estate investment trusts (REITs), and securities of non-U.S. companies, further diversifying its holdings. SEVIX aims to deliver a balanced investment approach, seeking to capture equity market returns while mitigating potential downside risk through its managed volatility strategy. The fund operates within the broader SEI Institutional Managed Trust, leveraging SEI's expertise in asset management and investment solutions. As of 2026, the fund continues to focus on providing institutional and retail investors with a risk-managed approach to U.S. equity investing.
What Products and Services Does SEVIX Offer?
- Invests in U.S. companies across all capitalization ranges.
- Focuses on managing volatility through its investment strategy.
- Primarily invests in common stocks, preferred stocks, and ETFs.
- May invest in ADRs, REITs, and non-U.S. companies to a lesser extent.
- Aims to provide investors with a diversified portfolio and managed risk exposure.
- Operates within the SEI Institutional Managed Trust.
How Does SEVIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking U.S. equity exposure with managed volatility.
- Utilizes a team of investment professionals to manage the portfolio and execute its investment strategy.
What Industry Does SEVIX Operate In?
SEVIX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is experiencing growth in demand for passive investment strategies, but also for specialized active strategies like managed volatility. SEVIX competes with other funds offering similar strategies, such as ANTUX, IDIVX, LCRIX, PQNAX, and PRNIX. The fund's success depends on its ability to deliver consistent risk-adjusted returns and attract investors seeking downside protection in volatile markets. The asset management industry is also influenced by regulatory changes, technological advancements, and macroeconomic factors.
Who Are SEVIX's Key Customers?
- Institutional investors, such as pension funds, endowments, and foundations.
- Retail investors seeking U.S. equity exposure with managed volatility.
- Financial advisors who recommend the fund to their clients.
How SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I Is Valued
Relative to its peer group, SEVIX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
SEVIX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased confidence from key executives, suggesting a positive outlook for the fund's strategy.
- Community sentiment has shifted positively, with discussions highlighting the fund's resilience in volatile markets as a key strength.
- Analysts are noting the fund's strategic asset allocation, which is designed to mitigate risks while capturing upside potential in uncertain conditions.
- The recent performance narrative emphasizes a growing interest in managed volatility strategies, positioning the fund favorably among risk-averse investors.
Bear Case
- Concerns have emerged regarding the fund's historical performance during market downturns, raising questions about its long-term viability.
- Social sentiment reflects skepticism among some community members regarding the effectiveness of managed volatility strategies in current market conditions.
- Recent regulatory changes have created uncertainty, leading to apprehension among investors about potential impacts on fund operations.
- The overall market perception is cautious, with some investors preferring more traditional investment vehicles amidst increasing volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SEVIX Latest News
No recent news available for SEVIX.
SEVIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SEVIX.
Price Targets
Wall Street price target analysis for SEVIX.
SEVIX MoonshotScore
What does this score mean?
The MoonshotScore rates SEVIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) — Financial Services
What does the AI Score mean for SEVIX?
SEVIX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) is a managed volatility fund. It primarily invests in U.S. equities across all market capitalizations, seeking …
What does SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I do?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) is designed to provide investors with exposure to the U.S. equity market while actively managing volatility. The fund invests primarily in U.S. companies across all capitalization ranges, utilizing a mix of common stocks, preferred stocks, and exchange-traded funds (ETFs).
What are the main risks for SEVIX?
The main risks for SEVIX include the potential for underperformance during strong bull markets due to its focus on volatility management. The fund's performance is also dependent on the expertise of its investment management team and their ability to effectively manage risk.
How sensitive is SEVIX to interest rate changes?
SEVIX's sensitivity to interest rate changes is indirect, as it primarily invests in equities. Rising interest rates can negatively impact equity valuations, particularly for growth stocks, which could affect the fund's performance. However, the fund's managed volatility strategy aims to mitigate some of this risk by reducing its exposure to more volatile stocks.
How is SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I adapting to fintech disruption?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I, as part of SEI, is likely adapting to fintech disruption through several avenues. This includes leveraging data analytics and AI to enhance investment decision-making and risk management. SEI may also be partnering with fintech companies to improve its distribution channels and reach a wider audience of investors.
What are the key factors to evaluate for SEVIX?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does SEVIX data refresh on this page?
SEVIX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SEVIX's recent stock price performance?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team with expertise in volatility management. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SEVIX overvalued or undervalued right now?
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SEVIX, limiting the depth of some sections.
- Financial data is based on available information and may be subject to change.